Paul Boddie Elam
Compliance Officer at Oak Harbor Wealth Partners LLC
Profile
Mr. Paul B.
Elam is a Chief Compliance Officer & Manager at Oak Harbor Wealth Partners LLC.
He specializes in investing using the institutional/endowment model and works with nonprofit institutions and high-net-worth individuals.
He has a bachelor’s degree in Economics from the University of North Carolina at Chapel Hill and holds the Accredited Investment Fiduciary and Wealth Management Specialist designations.
Paul Boddie Elam active positions
| Companies | Position | Start |
|---|---|---|
Oak Harbor Wealth Partners LLC
 Oak Harbor Wealth Partners LLC Investment ManagersFinance Oak Harbor Wealth Partners LLC (OHWP) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Founded in 2020, OHWP provides financial and investment advisory services to individuals, including high net worth individuals, corporations, foundations, trusts, pension and profit-sharing plans, retirement plans and plan participants, and other entities. | Compliance Officer | 30/09/2021 |
Training of Paul Boddie Elam
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Oak Harbor Wealth Partners LLC
Oak Harbor Wealth Partners LLC Investment ManagersFinance Oak Harbor Wealth Partners LLC (OHWP) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Founded in 2020, OHWP provides financial and investment advisory services to individuals, including high net worth individuals, corporations, foundations, trusts, pension and profit-sharing plans, retirement plans and plan participants, and other entities. | Finance |
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